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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,716 | $110,093+66.0% | $97,295+87.8% | $145,897+25.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 72.7%+22.3pp | 80.3%+14.7pp |
| Annual return | 10.43% | 244.76%-234.3pp | 75.62%-65.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,938 | $4,678-15.8% | $4,264-7.6% | $6,689-41.1% |
| Admin fee / account holder | $15,375 | $6,212+147.5% | $5,646+172.3% | $13,390+14.8% |